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Sound Financial Strategies Group’s Raymond James Financial RJF Stock Holding History

Sound Financial Strategies Group’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,318
Closed -$735K – 100
2021
Q4 		$735K Sell
7,318
-173
-2% -$17.1K 0.37% 33
2021
Q3 		$691K Buy
7,491
+187
+3% +$16.8K 0.35% 31
2021
Q2 		$632K Buy
+7,304
New +$636K 0.31% 39

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Financial Strategies Group's RJF Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 7,318 shares — an estimated $735K sold.

Sound Financial Strategies Group first reported a position in RJF in Q2 2021 and held it in 3 quarters. The position peaked at $735K in Q4 2021. 662 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 7,318 Raymond James Financial shares in Q1 2022, an estimated $735K.
  • Sound Financial Strategies Group first reported a position in Raymond James Financial in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Raymond James Financial position peaked at $735K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.